Build a Financial Documents Assistant
Explore this Workflow. Built for next generation AI app & agent building.
This rantir workflow demonstrates how to manage your Qdrant vector store when there is a need to keep it in sync with local files. It covers creating, updating, and deleting vector store records, ensuring that your chatbot assistant is never outdated or misleading.
Disclaimer
This workflow depends on local files accessed through the local filesystem and will only work on a self-hosted version of rantir at this time. It is possible to amend this workflow to work on rantir cloud by replacing the local file trigger and read file nodes.
How it works
- A local directory, where bank statements are downloaded, is monitored via a local file trigger. The trigger watches for file create, file changed, and file deleted events.
- When a file is created, its contents are uploaded to the vector store.
- When a file is updated, its previous records are replaced.
- When the file is deleted, the corresponding records are also removed from the vector store.
- A simple Question and Answer Chatbot is set up to answer any questions about the bank statements in the system.
Requirements
- A self-hosted version of rantir. Some of the nodes used in this workflow only work with the local filesystem.
- Qdrant instance to store the records.
Customising the workflow
This workflow can also work with remote data. Try integrating accounting or CRM software to build a managed system for payroll, invoices, and more.
Want to go fully local?
A version of this workflow is available which uses Ollama instead. You can download this template here: https://drive.google.com/file/d/189F1fNOiw6naNSlSwnyLVEm_Ho_IFfdM/view?usp=sharing
Other workflows like this one
Your connected stack awaits to automate AI workflows with 24-7 uptime performance and engagement
Actioning Your Meeting Next Steps using Transcripts and AI
Breakdown Documents into Study Notes using Templating MistralAI and Qdrant
Build a Tax and Financial Assistant with AI
Building Chatbot for Movie Recommendations
WordPress or Webflow AI Chatbot with Rantir and OpenAI
AI-powered WooCommerce Support-Agent
401%
+$128K
$2.3B
They love working with Rantir
12x Signups for
Virtual Events
"I highly recommend Rantir, they are a great dev team with quick turn around on all projects and requests. We recently worked with them on updating our website and any changes, updates or modifications I needed were always taken care of quickly!"
4X in Traffic
"The team at Rantir has lived up to every definition of the word "partner". They're adaptive, fast, and flexible (all the things you'd hope for). We're so thrilled with what we've accomplished so far and look forward to working alongside them in the future."
188% More Signups
"Working with the Rantir team was a pleasure. They guided us through the whole process from design to implementation, creating a great site on a tight deadline. They were responsive and adaptable throughout, and we'd be happy to work with them again in the future."
Acquisition & Merger
"Working with the Rantir team early on made combined design and development with early conversations to implement AI within Onder. We were happy to work together to help bring no-code, with code and AI."
Over 700+ Talent and Rantir Partners to help you get started. Including Us.
Hire us for customization & AI development.
.avif)
Tayler F.
Malika V.
Bruno F.
Christian B.
Join the Rantir Community around the world
.avif)
AI Agents are the new Apps. Websites are the new Software.
Rantir University for learning how to build powerful AI Agents & Software you own.
.avif)
